Clinic Transactions Report

Practitioners may want a comprehensive report displaying all clinic invoices within a specified date range for record-keeping purposes.

Generate a Comprehensive Invoice Report

Follow these steps to generate a detailed report of all clinic invoices within a chosen date range.

1. Log in as the Admin.
2. Click on Reports located in the top left header.
3. Under the Finance section, click on Daily Transactions.
4. Filter the report by the desired Date range.
5. Click Download to save the report as a CSV file.